Senior Quality Consultant - Client Transition Services

September 30

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• This position handles a wide variety of issues related to establishing, communicating, and auditing the administrative processes & procedures during the plan installation process for our large market retirement plans. • This quality position works in tandem with our Client Onboarding Managers and plays an integral role by ensuring all day-to-day administrative functions are working properly. • The position will also be responsible for ensuring the Plan Administrator understands all administrative processes and procedures necessary to operate their plan with Transamerica. • An ideal candidate will have a strong understanding of retirement plan provisions, plan setup and our internal systems (ex. P3, AWD, PSD, DDOL).

Requirements

• Bachelor’s degree in a business field or equivalent experience • Five years of financial services experience • Strong understanding of defined benefit/defined contribution, or relevant financial operations • Experience and understanding of installation processes and plan administration • Knowledge and understanding of fund trading and the relationship between plan assets and system balances • Analytical and problem-solving skill to perform internal auditing procedures • Organizational and time-management skills to work on multiple assignments through to completion • Written and oral communication skills to convey technical information/analysis results • Basic accounting skills • Advanced skills in MS Excel

Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs • Peer Recognition Program (BRAVO)